Tip 3: Connect your chatbot with Zoho applications without coding

Are you using other Zoho Applications like Zoho CRM, Zoho Desk, or Zoho Campaigns to push the details you get in Zoho SalesIQ to CRM, integrate Desk tickets with SalesIQ, or add an automated mail list for Zoho campaigns with criteria? Then, this integration block can ease the work by helping you to include/automate the process in your chatbot without any coding. The Codeless bot platform offers pre-built integration blocks for Zoho CRM, Desk, and Campaigns.

You can just drag-drop elements listed below into your chatbot flow without complex tasking.

Associate Lead - This block can be used to convert a visitor to lead in Zoho CRM along with their details.

Associate Contact - This block can be used to convert a visitor to contact in Zoho CRM with their information such as name, email and more.

Associate Deal - This block can be used to create a deal for the visitor along with the stage of deal, closing date, deal estimate in Zoho CRM.

Associate Ticket - This block allows to create a ticket for the visitor with their issue status, priority, classification, description, and more in Zoho Desk.

Add to mailing list - This block can be used for adding the visitor to the Zoho Campaign list.

For Instance, you have a campaign mailing list option with a criteria router in your chatbot flow right after receiving the information from the visitor. Then, getting a periodic mailing list is automated in a few minutes.

Note: This option will work if you have integrated with the Zoho Apps in the Settings > Integration section.

For external third-party integration, plugs can be used. Check out our help guides to learn more about the integration blocks, codeless bot, and plugs.

We're hosting a webinar exclusively for Codeless bot builder! Click here to register! Also, stay tuned for Tip #4 on Codeless bot next week!

Regards,

Sasidar Thandapani

New to Zoho LandingPage?

Access Zoho LandingPage

Zoho LandingPage Resources

New to Zoho Survey?

Access Zoho Survey

Latest Feature Updates

Explore our Pricing & Plans

Zoho Survey Resources

Android Mobile Surveys

Insurvey Blogs

Insight Blogs

Tips & Tricks

New to Zoho CRM Plus?

Deliver unforgettable customer experiences

ACCESS ZOHO CRM PLUS

New to Zoho CRM Plus?

Deliver unforgettable customer experiences

ACCESS ZOHO CRM PLUS

New to Zoho Marketing Plus?

Everything you need to run your marketing

ACCESS ZOHO MARKETING PLUS

New to Zoho Marketing Plus?

Everything you need to run your marketing

ACCESS ZOHO MARKETING PLUS

New to Bigin?

Signup Now

Access Bigin

Latest Feature Updates

Zoho Desk Resources

Desk Community Learning Series
Digest
Functions
Meetups
Kbase
Resources
Glossary
Desk Marketplace
MVP Corner
Word of the Day

Tout forum

France ZUGs

Zoho SalesIQ Resources

Topic Participants
Sasidar Thandapani

Sticky Posts
Let customers reach you easily with the Zoho SalesIQ - Telegram IM Channel Integration
We are now living in the era of instant messaging where every single person around us will have at least two instant messaging apps on their mobile phones. And that very well includes your customers. It is important for businesses to be able to communicate
Why should you integrate Zoho SalesIQ with Google Analytics?
Hello everyone. Greetings from Zoho SalesIQ! Today, we are going to take a detailed look at the possibilities and outcomes when integrating SalesIQ with Google Analytics. Some of us may have lingering questions on this topic and here we are, with a